Fund HoldingsCovalent Partners LLC

Total Portfolio Value
$22.90M
Total Bought
$7.47M
Total Sold
$14.34M
Net Transaction
-$6.88M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ISHARES TR IBOXX HI YD ETF054,000+54,00004,17918.25%+4,179
ISHARES TR RUSSELL 2000 ETF011,375+11,37502,2839.97%+2,283
DELTA AIR LINES INC DEL(DAL)30,00041,000+11,0001,1101,6497.20%+539
NCL CORP LTD(NCLH)0004,6505,13222.41%+482
SURF AIR MOBILITY INC0150,000+150,00002331.02%+233
CIPHER MINING INC(CIFR)050,000+50,00002070.90%+207
NINE ENERGY SERVICE INC010,000+10,0000270.12%+27
BAUSCH PLUS LOMB CORP12,20012,20002072080.91%+1
EDIFY ACQUISITION CORP15,00015,0000000.00%-0
FAZE HOLDINGS INC65,00065,0000100.00%-1
ECARX HOLDINGS INC75,00075,0000320.01%-1
LUMIRADX LTD27,50027,5000100.00%-1
ALTENERGY ACQUISITION CORP22,50022,5000210.00%-1
TH INTERNATIONAL LIMITED26,20826,208047460.20%-2
CHURCHILL CAPITAL CORP VI40,0000-40,00060-6
VERTICAL AEROSPACE LTD164,100164,10001690.04%-7
NOBLE CORP PLC(NE)6,2286,22801741610.70%-13
NOBLE CORP PLC(NE)6,2286,22802011830.80%-18
CALIFORNIA RES CORP(CRC)18,97418,97401,0631,0374.53%-25
PERMIAN RESOURCES CORP(PR)100,000100,00001,3961,3605.94%-36
CIPHER MINING INC100,0000-100,000430-43
PRO-DEX INC COLO20,42115,653-4,7683212741.20%-46
GOOD TIMES RESTAURANTS INC146,92491,894-55,0304382331.02%-204
SURF AIR MOBILITY INC150,0000-150,0002450-244
CARROLS RESTAURANT GROUP INC75,0000-75,0004940-494
NOBLE CORP PLC(NE)16,0004,475-11,5258102160.94%-595
CINEMARK HLDGS INC(CNK)100,00060,000-40,0001,8358453.69%-990
NINE ENERGY SERVICE INC0001,8540-1,854
ISHARES TR 7-10 YR TRSY BD46,1750-46,1754,2290-4,229
ISHARES TR RUSSELL 2000 ETF(Put)68,50023,000-45,50012,1074,616-7,490
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